Position in BCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,715
+$12,461 QoQ
Shares Held
2,186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 552 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $211,617,777 across 17 Banks - Diversified names. BCS ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
389,201 | $127,397,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
713,545 | $40,657,793 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
120,971 | $17,493,616 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
147,245 | $12,168,326 | |
| 5 | ING |
Ing Groep NV
|
309,114 | $9,699,996 | |
| 6 | C |
Citigroup Inc
|
10,592 | $1,482,455 | |
| 7 | TD |
Toronto Dominion Bank
|
11,257 | $1,366,937 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,504 | $365,584 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,715 | 2,186 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $46,254 | 2,186 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $55,632 | 2,186 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,986 | 1,741 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $58,521 | 3,148 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $28,446 | 1,852 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $24,613 | 1,852 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $22,501 | 1,852 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $19,834 | 1,852 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $17,510 | 1,853 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $14,601 | 1,853 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $18,290 | 2,348 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $18,454 | 2,348 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $16,882 | 2,348 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $7,644 | 980 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $9,369 | 1,464 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $11,225 | 1,477 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $34,530 | 4,371 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $57,380 | 5,544 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||